Welcome to Rivo Memberships
Rivo Memberships enables brands to earn recurring revenue by offering valuable benefits to their most loyal subscribers. Create customized membership tiers with flexible billing intervals and comprehensive benefits that drive customer loyalty and increase lifetime value.
Prerequisites: Rivo Memberships requires Shopify Payments to be enabled and configured. Make sure to enable Shopify Payments for your store before continuing (you can set it to test mode for testing purposes).
Setting Up Your Membership Program
Follow these comprehensive steps to create and launch your membership program.
1. Create Your Membership Tier
Navigate to the Memberships tab in your Rivo Loyalty dashboard to get started.
Basic Configuration
Name your membership tier - Choose a descriptive name that reflects the value proposition (e.g., "VIP Club", "Premium Members", "Gold Tier")
Set your pricing - Enter the recurring price members will pay for their subscription
Choose billing interval - Select from available options:
Daily
Weekly
Monthly (most common)
Quarterly
Semi-annually
Annually
Upload a tier icon - Add a visual representation of your membership tier that will appear on your landing page
Toggle the Status to ON - This activates your membership tier
Shopify Product Setup
Click "View in Shopify" to access the automatically created membership product
Add a product image in Shopify to make your membership more appealing
From "Purchase options" click "Only show this product with these purchase options" to ensure proper subscription handling
The system automatically creates selling plans and customer segments for your membership
2. Configure Membership Benefits
Rivo Memberships offers a comprehensive benefits system to reward your subscribers. You can configure multiple types of benefits to create compelling value propositions.
Earning Benefits
Set up special point-earning opportunities for your members:
Tier Unlocked Bonus - Award points when customers first join the membership
Recurring Signup Bonus - Give points for each subscription renewal
Anniversary Bonus - Reward members on their membership anniversary
Enhanced Order Points - Offer bonus points on purchases for members
Reward Benefits
Free Shipping
In Shopify Admin, go to Discounts and create a new Free Shipping discount
Name the discount code
MEMBERSHIPPINGIn "Customer eligibility", select "Specific customer segments"
Choose the membership segment (automatically named after your membership tier)
Save the discount - it will automatically apply to member orders
Signup Discounts
Offer immediate value to new members with signup discounts that are automatically applied when they join your membership program.
Ongoing Member Discounts
Create exclusive discounts that are only available to your membership subscribers, encouraging continued engagement and purchases.
Access Benefits
Priority Support
Members are automatically tagged in Shopify, allowing you to identify and prioritize support requests from subscribers. Use the membership segments to:
Route member support tickets to dedicated queues
Provide faster response times
Offer enhanced support channels
Early Access & Exclusive Content
Leverage Shopify customer segments to provide exclusive experiences:
Send early access emails to new product launches
Create member-only sales and promotions
Provide access to exclusive content or products
Offer members-first purchasing opportunities
Gated Content
Create premium content experiences that are only accessible to your membership subscribers, adding significant value to the subscription.
Custom Benefits
Beyond the standard benefits, you can create custom benefits tailored to your brand and customer needs. Use the membership segments in Shopify to implement any custom benefit logic.
3. Customize Your Membership Landing Page
Create a compelling, on-brand membership experience with extensive customization options.
Visual Customization
Background Colors - Customize the main background and individual section backgrounds
Font Colors - Set custom font colors for different sections (benefits, FAQ, tabs)
Button Styling - Configure primary and secondary button appearances
Custom CSS - Add advanced styling with custom CSS for complete design control
Content Customization
Hero Section - Customize the main title and description text
Benefits Section - Edit the benefits title, description, and individual benefit details
FAQ Section - Add custom frequently asked questions and answers
Member Card Logo - Enable and upload a custom logo for member cards
Section Management
Control which sections appear on your landing page and in what order:
Hero section
Member details section
Member activity section
Benefits section
FAQ section
4. Launch Your Membership Program
Once configured, your membership landing page will be accessible at: yourdomain.com/apps/ba-loy-dev/membership
Here's our store example.
Tip: Add a link to your memberships page in your header and footer navigation by visiting the menu settings in Shopify. This increases visibility and member acquisition.
Member Portal & Subscription Management
Your members have access to a comprehensive portal where they can manage their subscription and access their benefits.
Portal Features
Subscription Status - View current membership status and billing information
Benefits Access - See all available benefits and how to use them
Activity Tracking - Monitor membership activity and rewards earned
Credits Redemption - Redeem earned credits (if credits mode is enabled)
Payment Management - Update payment methods and view billing history
Cancellation - Cancel subscription directly from the portal
Member Authentication
Members access their portal by logging into their Shopify customer account. The system automatically recognizes membership status and displays the appropriate portal interface.
Email Notifications
Rivo Memberships automatically sends targeted email notifications to keep members informed about their subscription status.
Notification Types
Signup Confirmation - Welcome email sent when customers join the membership
Payment Failure - Notification when subscription payment fails, with instructions to update payment method
Rebill Confirmation - Confirmation email sent after successful recurring payments
Cancellation Confirmation - Final email sent when membership is cancelled
Email Customization
All membership emails can be customized through the Rivo dashboard to match your brand voice and include relevant information for your members.
Managing Members in Shopify
Rivo automatically creates and manages customer segments in Shopify for your membership program.
Customer Segments
Visit your Customer Segments in Shopify to view automatically created segments:
"Rivo Subscribers" - Contains all active membership subscribers
"Rivo Membership Tier: [Tier Name]" - Specific segment for each membership tier
Customer Tagging System
Members are automatically tagged with:
"Rivo Subscriber" - General membership tag
"Rivo Membership Tier: [Tier Name]" - Specific tier identification
These tags are used to determine benefit eligibility and are automatically managed by the system.
Troubleshooting
Common issues and solutions for membership programs.
Member Benefits Not Working
Check These Items:
Customer is logged in with the same email used to purchase membership
Customer has the correct tags: "Rivo Subscriber" and "Rivo Membership Tier: [Tier Name]"
Membership tier is enabled and active
Shopify segments are properly configured
Discount codes are set up with correct customer segment eligibility
Payment and Billing Issues
Payment Failures - Members receive automatic email notifications with instructions to update their payment method
Payment Method Updates - Members can request payment method update emails through their member portal
Billing Intervals - Ensure the correct billing interval is selected when creating membership tiers
Cancellation Policy
Memberships can be configured with different cancellation policies:
Immediate Cancellation - Benefits end immediately upon cancellation
End of Period - Benefits continue until the end of the current billing period
Landing Page Display Issues
Check that all required sections are enabled in the landing page settings
Verify custom CSS doesn't conflict with the page layout
Ensure member card logo files are properly uploaded and accessible
Test the landing page URL format:
yourdomain.com/apps/ba-loy-dev/membership
Frequently Asked Questions
Subscription Management
How do members cancel their subscription?
Members can cancel their subscriptions directly from the membership portal. They'll see a cancellation option in their member dashboard, and the system will show a confirmation dialog before processing the cancellation.
How do members update their payment method?
Members can request a payment method update email through their membership portal. The system will send them a secure link to update their payment information directly with Shopify.
What happens when a payment fails?
When a subscription payment fails, the member receives an automatic email notification with instructions to update their payment method. The membership benefits may be temporarily suspended until payment is resolved.
Can members pause their subscription?
Subscription pausing depends on your specific membership configuration. Members should contact support for assistance with subscription modifications.
Benefits & Access
I bought the membership - why can't I see the membership benefits?
Ensure you're logged into the Shopify store with the same email address used to purchase the membership
Check that you have the correct customer tags. For example, if your membership is called "GOLD MEMBERSHIP", you should be tagged with "Rivo GOLD MEMBERSHIP"
Allow up to 15 minutes for the system to process your membership and apply the appropriate tags
Clear your browser cache and try accessing the benefits again
How do I access my member portal?
Log into your customer account on the store website, then navigate to yourdomain.com/apps/ba-loy-dev/membership. The system will automatically recognize your membership status and display your member portal.
Why isn't my free shipping discount working?
Verify that the free shipping discount is properly configured in Shopify with the correct customer segment eligibility. The discount should be set to apply to the membership segment automatically created by Rivo.
How do I redeem my member credits?
If credits are enabled for your membership, you can redeem them through the member portal. Look for the credits redemption section in your member dashboard.
Billing & Pricing
What billing intervals are available?
Rivo Memberships supports daily, weekly, monthly, quarterly, semi-annual, and annual billing intervals. Monthly and annual are the most commonly used options.
When will I be charged for my membership?
You'll be charged immediately upon signup, then according to your selected billing interval. You'll receive email confirmations for each successful payment.
Can I change my billing interval after signing up?
Billing interval changes typically require canceling your current membership and signing up for a new one with the desired interval. Contact support for assistance with this process.
Technical Questions
Why do I need Shopify Payments enabled?
Rivo Memberships uses Shopify's native subscription billing system, which requires Shopify Payments to be enabled. This ensures secure, reliable recurring billing and seamless integration with your store.
How are customer segments created?
Rivo automatically creates customer segments in Shopify when you set up your membership tiers. These segments are used to manage benefit eligibility and can be used for targeted marketing campaigns.
Can I customize the membership landing page?
Yes! Rivo offers extensive customization options including colors, fonts, section content, custom CSS, and the ability to enable/disable different sections. You can create a fully branded membership experience.
What happens to member data if I disable memberships?
Member data is preserved in Shopify, but active subscriptions should be properly cancelled before disabling the membership feature. Contact support before making significant changes to your membership program.
Setup & Configuration
How many membership tiers can I create?
You can create multiple membership tiers with different pricing, benefits, and billing intervals to offer various value propositions to your customers.
Can I offer different benefits for different tiers?
Yes, each membership tier can have its own unique set of benefits, allowing you to create compelling upgrade paths and value differentiation.
How do I add the membership page to my store navigation?
Visit your Shopify admin menu settings and add a link to /apps/ba-loy-dev/membership in your header or footer navigation to make it easily accessible to customers.
Can I test memberships before going live?
Yes, you can enable Shopify Payments in test mode to test the complete membership flow without processing real payments. Make sure to switch to live mode before launching to customers.